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Hi everyone,
We would like to import past workers in Talent, how to do it correctly ?
We have tried to import past workers data on entity ''HcmEmployeeEntity'' by completed a csv file and using Data management module, with these fields :
EMPLOYMENTENDDATE (with a past date)
LASTDATEWORKED (with a past date)
TERMINATIONDATE (with a past date)
TERMINATIONREASONCODEID
The result was failed with this error message : The data value violates integrity constraints.
Thank you in advance for any help.
Best regards.
Hi Steve,
To import our past workers with a related position and job, we took attention to set the following fields on templates :
If you don't fill out ''Effective'' and ''Activation'' fields initially, updating value in the past is impossible.
This description works with our company data, you have to consider how you use jobs and positions depends on your company needs.
Hope it will help you !
Best regards.
Sarah
Hi Sarah,
We'll be needing to do this in a few months ourselves. Can you explain in more detail about what you had to do with the dates on the jobs & positions to get your import to work? Our HR team will be importing current and past employees, some of whom date back into the 1980's. If we have to back date jobs & positions that far just to import people...we'd have positions that look like they went unfilled for decades. What a nightmare!
Tom, Malin,
We finally achieve to import past workers !
We succeeded by filling out correctly fields Effective and Activation on Jobs then Positions template (Excel add-in).
Be careful, if you don't fill out this field initially, updating value in the past is impossible.
Hope it will help anyone in the same situation ;)
Best regards.
Hi Tom !
Yes I have checked this point, thanks for your help !
Hi Sarah - hopefully this is an obvious question, but are you including the employment start date field when you load your file? All employees must have an employment start date which is before the employment end date, otherwise you will hit date errors. I'd suggest giving this a try, if you haven't already?
Hi Malin,
Thank you for your response.
We actually use both methods : Excel add-in with Document templates or for tables not included on standard templates : Excel add-in (by designing from scratch) or Data management > Import > Csv files.
Your blog was very useful to learn about Excel add-in, thank you to share learning on Talent :)
We still not achieve to import past workers. We have tried with employees already assigned to a position (and fill out assignment end) or without assignment.
- Using Document templates : Template display name ''Employees''
Filling field TERMINATION DATE don't have impact on Worker status
- Using Excel add-in from scratch (design > add tables)
Updating table Worker, field WORKER STATUS : Employed to Terminated => read-only field.
Even if we publish by force, error message on Employment detail table.
Updating table Employment detail and simultaneously Employment => error message on value not found in the related table Employment.
- Using Data management > Import > Employees.csv (cf. initial post) => error on data integrity.
How to do it correctly ? Meaning, what are fields required to fill and in which order to specify an employee as a past worker ?
Thank you in advance for help :)
Best regards.
Sarah
Hi Sarah,
The easiest way to import past workers in Talent is to use the Excel add-in, I've written a blog on how you use it: malinsdynamics365fortalent.com/.../mb6-898-describe-and-use-the-microsoft-excel-add-in-with-dynamics-365-for-talent
To have the workers setup correct connected to their positions you need to fill out the information on Jobs, Positions and position hierarchy and then Employees. Then you will get the workers and the data connected the correct way.
Hope this helps!
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